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ESS Tech

45 hedge funds and large institutions have $11M invested in ESS Tech in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% less ownership

Funds ownership: 29.3%28.35% (-0.96%)

20% less funds holding

Funds holding: 5645 (-11)

46% less capital invested

Capital invested by funds: $20.5M → $11M (-$9.49M)

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
45
Holders Change
-11
Holders Change %
-19.64%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$7.81M
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.2M -$175K -38,421 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$711K +$138K +30,276 +16%
GCP
4
GSA Capital Partners
United Kingdom
$277K -$122K -26,721 -24%
BlackRock
5
BlackRock
New York
$178K
Fidelity Investments
6
Fidelity Investments
Massachusetts
$171K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$170K +$10.5K +2,299 +5%
LNWTC
8
Laird Norton Wetherby Trust Company
Washington
$69.1K
Millennium Management
9
Millennium Management
New York
$68.9K -$71K -15,605 -42%
State Street
10
State Street
Massachusetts
$53.2K
Renaissance Technologies
11
Renaissance Technologies
New York
$51.7K -$1.82K -400 -2%
GAA
12
Green Alpha Advisors
Colorado
$48.3K -$46.1K -10,129 -41%
UBS Group
13
UBS Group
Switzerland
$39.1K -$17.2K -3,792 -24%
Northern Trust
14
Northern Trust
Illinois
$34.5K
PA
15
Parallel Advisors
California
$19K +$26.5K +5,818 New
Morgan Stanley
16
Morgan Stanley
New York
$15.7K +$3.53K +777 +19%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K
GSWM
18
Golden State Wealth Management
California
$8.82K
Bank of America
19
Bank of America
North Carolina
$8.68K -$20.8K -4,573 -63%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$7.96K
Osaic Holdings
21
Osaic Holdings
Arizona
$6.46K -$13.7K -3,017 -60%
Barclays
22
Barclays
United Kingdom
$5.44K
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$2.66K
CCM
24
Coldstream Capital Management
Washington
$2.28K +$3.18K +699 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.44K -$223 -49 -10%

GWH Hedge Fund Activity: Q1 2025 in Review

45 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q1 2025, worth a combined $11M — down 46% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GWH and 2 opened new positions — a net loss of 10 holders — while 13 trimmed existing stakes and 3 added.

The largest buyer was Vanguard Group, adding an estimated $138K. The largest seller was Baird Financial Group, cutting an estimated $175K.

  • 45 institutional investors held ESS Tech (GWH) as of Q1 2025, down from 56 in Q4 2024.
  • Funds reported $11M of ESS Tech stock for Q1 2025, down 46% quarter-over-quarter.
  • 2 funds opened new ESS Tech positions in Q1 2025 and 12 closed out, a net change of -10 holders.
  • The largest ESS Tech buyer in Q1 2025 was Vanguard Group, an estimated $138K added.
  • The largest ESS Tech seller in Q1 2025 was Baird Financial Group, an estimated $175K sold.

Based on aggregated 13F filings for Q1 2025.